TheJobsMapAbout UPTIQ
UPTIQ connects wealth advisors and their clients to a comprehensive set of financial services products, making holistic wealth management a reality. We help advisors protect their AUM, grow their clients wealth and generate additional income.The UPTIQ Financial Intelligence Platform turns investment experts into financial superheroes using dataanalytics and artificial intelligence to carefully match, curate and fulfill the best financing solutions for their clients, putting decades of financial expertise at their fingertips.
Founded in 2022 by Arpit Agrawal, Fred Brothers and Snehal Fulzele.
- Founded
- 2022
- Employees
- 11 to 50
- Total funding
- $12M
- Headquarters
- Plano
Leadership
The top of UPTIQ's org chart, with how many people report into each leader.
Snehal Fulzele
Founder & CEO
43 reports
Anand Deshmukh
Chief Technology Officer
16 reports
Rudy Navarro
Vice President of Product
11 reports
Valerii Lapin
VP of Business Analysis
2 reports
Steven Canup
Senior Strategic Advisor
1 report
Steve Nippak
Executive VP Of Sales, Country Manager - Canada
1 report
Dmytro Syvolap
CCO
Bill Elderton
Chief Growth & Innovation Officer
Jay Shah
SVP - Global Alliances
Jobs at UPTIQ
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